Hull on Estates and Succession Planning
By Ian Hull and Suzana Popovic-Montag
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Podcast Description
A series hosted by Ian Hull and Suzana Popovic-Montag that will provide information and insights into estate planning in Canada.
| Name | Description | Released | Price | ||
|---|---|---|---|---|---|
| 1 | VideoHull on Estates and Succession Planning - VIDEO - Holograph Wills | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag add to our Hull & Hull LLP recommending reading list with the book "Cross-Border Family Mediation". This book touches on cross border family mediation in regards to custody and access issues. Ian and Suzana also discuss holograph wills and the issues that surround them, particularly in Canada, and canvas where they may occur. If you have any comments or questions please visit our blog at hullestatemediation.com or send us an email at hull.lawyers@gmail.com | 12/19/11 | Free | View In iTunes |
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2 |
Hull on Estates and Succession Planning - Hull & Hull LLP Breakfast Series Recap | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss our most recent Breakfast Series Presentation which was held at the Ontario Bar Association facilities on September 22, 2011. Additionally, they touch upon the recent decision Hope v. Martin, 2011 ONSC 5447 (CanLII), which will be discussed further in next weeks podcast. If you have any comments or would like any more information on our Breakfast Series Presentations, send us an email at hull.lawyers@gmail.com or leave us a comment on our blog. | 9/28/11 | Free | View In iTunes |
| 3 | VideoHull & Hull LLP Breakfast Series Recap - Hull on Estates and Succession Planning | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss our most recent Breakfast Series Presentation which was held at the Ontario Bar Association facilities on September 22, 2011. Additionally, they touch upon the recent decision Hope v. Martin, 2011 ONSC 5447 (CanLII), which will be discussed further in next weeks podcast. If you have any comments or would like more information on our Breakfast Series Presentations, send us an email at hull.lawyers@gmail.com or leave a comment on our blog. | 9/28/11 | Free | View In iTunes |
| 4 | VideoUpcoming Events - Hull on Estates and Succession Planning | This week on Hull on Estates and Succession Planning, Ian Hull discusses a list of upcoming events for Hull & Hull LLP. In particular, he discusses the upcoming LSUC - Probate Essentials Program where he will be speaking on Non-traditional Testamentary Documents. This program is also chaired by our managing partner Suzana Popovic-Montag. For those who were unable to attend on September 16, 2011, there will be a live repeat on October 31, 2011. If you have any questions or comments, please email us at hull.lawyers@gmail.com or leave us a comment on our blog. | 9/20/11 | Free | View In iTunes |
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5 |
Upcoming Events - Hull on Estates and Succession Planning | This week on Hull on Estates and Succession Planning, Ian Hull discusses a list of upcoming events for Hull & Hull LLP. In particular, he discusses the upcoming LSUC - Probate Essentials Program where he will be speaking on Non-traditional Testamentary Documents. This program is also chaired by our managing partner Suzana Popovic-Montag. For those who were unable to attent on September 16, 2001, there will be a live repeat on October 31, 2011. If you have any questions or comments, please email us at hull.lawyers@gmail.com or leave us a comment on our blog. | 9/20/11 | Free | View In iTunes |
| 6 | VideoHOESP - Exploring Resources | -- | 9/8/11 | Free | View In iTunes |
| 7 | VideoEpisode #221 - VIDEO - Why - Part 3 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 2/1/11 | Free | View In iTunes |
| 8 | CleanVideoEpisode #220 - VIDEO - Why? | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 1/26/11 | Free | View In iTunes |
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9 |
CleanEpisode # 220 - Why? | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 1/26/11 | Free | View In iTunes |
| 10 | CleanVideoEpisode 219 - Year of 2011 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 1/18/11 | Free | View In iTunes |
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11 |
Episode 218 - Interesting and Informative Books | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 11/29/10 | Free | View In iTunes |
| 12 | VideoEpisode 218 - VIDEO - Interesting and InformativeBooks | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 11/29/10 | Free | View In iTunes |
| 13 | VideoEpisode #215 - VIDEO - Transitions | This week on Hull on Estates and Succession Planning Ian and Suzana discuss transitions, both personal and professional. They examine transitions currently taking place; how they affect us and different approaches one can take. | 11/3/10 | Free | View In iTunes |
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14 |
Episode #215- Transitions | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 11/3/10 | Free | View In iTunes |
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15 |
CleanEpisode #214 - Managing Expectations | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 10/13/10 | Free | View In iTunes |
| 16 | CleanVideoEpisode # 213 -VIDEO _ Planning Estate Administration – Part 4 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 10/5/10 | Free | View In iTunes |
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17 |
CleanEpisode # 213 - Planning Estate Administration – Part #4 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 10/5/10 | Free | View In iTunes |
| 18 | CleanVideoEpisode #212 - VIDEO - Estate Administration | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="60" SemiHidden=" | 9/28/10 | Free | View In iTunes |
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19 |
CleanEpisode 212 - Estate Administration | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="60" SemiHidden=" | 9/28/10 | Free | View In iTunes |
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20 |
CleanEpisode # 211 - Estate Administration - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 8/25/10 | Free | View In iTunes |
| 21 | CleanVideoEpisode # 211 - VIDEO - Estate Administration - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 8/25/10 | Free | View In iTunes |
| 22 | CleanVideoEpisode #210 - VIDEO- Fundamentals of Estate Administration | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 8/18/10 | Free | View In iTunes |
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23 |
Episode #210 - Fundamentals of Estate Administration | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 8/18/10 | Free | View In iTunes |
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24 |
CleanEpisode #208 - Interpreting Ambiguity in a Will or Trust | This week on Hull on Estate and Succession Planning, Ian continues his discussion on what happens when words in a will are not clear and explains the various methods that can be used to seek interpretation. If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog. | 8/10/10 | Free | View In iTunes |
| 25 | CleanVideoEpisode #208 - VIDEO - Interpreting Ambiguity in a Will or Trust | This week on Hull on Estate and Succession Planning, Ian continues his discussion on what happens when words in a will are not clear and explains the various methods that can be used to seek interpretation. If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog. | 8/10/10 | Free | View In iTunes |
| 26 | CleanVideoEpisode # 207- VIDEO -Examining Litigation in Ontario-Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 7/28/10 | Free | View In iTunes |
| 27 | CleanVideoEpisode #206 - VIDEO - Examining Litigation in Ontario | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 7/20/10 | Free | View In iTunes |
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28 |
CleanEpisode # 205 - Settlement and the ADR Process - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 6/16/10 | Free | View In iTunes |
| 29 | CleanVideoEpisode # 205 - VIDEO - Settlement and the ADR Process - Part 2 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue the discussion on mediation, settlement and the ADR process. Topics discussed include: what is crucial to a case, good preparation, and the purpose of an open session. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 6/16/10 | Free | View In iTunes |
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30 |
CleanEpisode #204 - Settlement and the ADR Process | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 6/14/10 | Free | View In iTunes |
| 31 | CleanVideoEpisode # 204 - VIDEO - Settlement and the ADR Process | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 6/14/10 | Free | View In iTunes |
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32 |
CleanEpisode #204 - Settlement and the ADR Process | Normal 0 false false false EN-US X-NONE X-NONE <w:LsdExceptio | 6/11/10 | Free | View In iTunes |
| 33 | CleanVideoEpisode #204 - VIDEO - Settlement and the ADR Process | Normal 0 false false false EN-US X-NONE X-NONE <w:LsdExceptio | 6/11/10 | Free | View In iTunes |
| 34 | VideoEpisode #203 - VIDEO - 21 Year Rule | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 5/25/10 | Free | View In iTunes |
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35 |
Episode #203 - 21 Year Rule | This week on Hull on Estates and Succession Planning Ian continues the discussion surrounding different issues trust arrangements can bring about and solutions to these issues. The specific issue discussed in this episode is the 21 Year Rule. Ian discusses how it creates problems and possible solutions to look to. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/25/10 | Free | View In iTunes |
| 36 | VideoEpisode #202 - VIDEO - Avoiding Trust Issues | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 | 5/18/10 | Free | View In iTunes |
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37 |
Episode #202-Avoiding Trust Issues | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 | 5/18/10 | Free | View In iTunes |
| 38 | VideoEpisode #201 - VIDEO - Tax Planning | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 5/11/10 | Free | View In iTunes |
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CleanEpisode #201 - Tax Planning | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="61" SemiHidden="false" | 5/11/10 | Free | View In iTunes |
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40 |
Episode #200-Planned Giving - Part 6 | This week on Hull on Estate and Succession Planning Ian and Suzana continue their discussion on planned and charitable giving. Key quotes are from the book “The Art of Giving: Where the Soul meets the Business plan” by Charles Bronfman and Jeffery Solomon. | 4/14/10 | Free | View In iTunes |
| 41 | VideoEpisode #200 - VIDEO - Planned Giving - Part 6 | This week on Hull on Estate and Succession Planning Ian and Suzana continue their discussion on planned and charitable giving. Key quotesa re from the book “The Art of Giving: Where the Soul meets the Business plan” by Charles Bronfman and Jeffery Solomon. | 4/14/10 | Free | View In iTunes |
| 42 | VideoEpisode #199 - VIDEO-Planned Giving- Part 5 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion from last week on the importance of planned and charitable giving with a focus on the book “The Art Giving: Where the Soul Meets a Business Plan” by Charles Bronfman and Jeffrey Solomon. | 4/14/10 | Free | View In iTunes |
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43 |
Episode #199 - Planned Giving- Part 5 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion from last week on the importance of planned and charitable giving with a focus on the book “The Art Giving: Where the Soul Meets a Business Plan” by Charles Bronfman and Jeffrey Solomon. | 4/14/10 | Free | View In iTunes |
| 44 | VideoEpisode #198 - VIDEO - Planned Giving - Part 4 | This week on Hull on Estate and Succession Planning, Ian Hull continues his discussion on charitable remainder trusts. If you have any comments, please email us at hullandhull@gmail.com or leave us a message on our blog. | 3/15/10 | Free | View In iTunes |
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Episode #198 - Planned Giving - Part 4 | This week on Hull on Estate and Succession Planning, Ian Hull continues his discussion on charitable remainder trusts. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 3/15/10 | Free | View In iTunes |
| 46 | VideoEpisode #197 - VIDEO - Planned Giving - Part 3 | This week on Hull on Estate and Succession Planning, Ian Hull discusses the importance of charitable giving. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 3/10/10 | Free | View In iTunes |
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47 |
Episode #197 - Planned Giving - Part 3 | This week on Hull on Estate and Succession Planning, Ian Hull discusses the importance of charitable giving. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 3/10/10 | Free | View In iTunes |
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48 |
Episode #196 - Planned Giving - Part 2 | This week on Hull on Estates and Succession Planning, Ian Hull continues his discussion from last week on Planned Giving. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 2/23/10 | Free | View In iTunes |
| 49 | VideoEpisode #196 - VIDEO - Planned Giving - Part 2 | This week on Hull on Estates and Succession Planning, Ian Hull continues his discussion from last week on Planned Giving. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 2/23/10 | Free | View In iTunes |
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50 |
Episode #195 - Planned Giving - Part 1 | This week on Hull on Estates and Succession Planning, Ian talks about the new series he and Suzana will be starting on the podcast: planned giving. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 2/17/10 | Free | View In iTunes |
| 51 | VideoEpisode #195 - VIDEO - Planned Giving - Part 1 | This week on Hull on Estates and Succession Planning, Ian talks about the new series he and Suzana will be starting on the podcast: planned giving. If you have any comments, please email us at hullandhull@gmail.com or leave us a comment on our blog. | 2/17/10 | Free | View In iTunes |
| 52 | VideoEpisode #194 - VIDEO - Guardianship Applications | This week on Hull on Estates and Succession Planning, Ian and Suzana talk about taking a non-contentious step toward obtaining a guardianship application. If you have any comments, send us an email at hullandhull@gmail.com or leave us a comment on our blog. | 2/10/10 | Free | View In iTunes |
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53 |
Episode #194 - Guardianship Applications | This week on Hull on Estates and Succession Planning, Ian and Suzana talk about taking a non-contentious step toward obtaining a guardianship application. If you have any comments, send us an email at hullandhull@gmail.com or leave us a comment on our blog. | 2/10/10 | Free | View In iTunes |
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54 |
Episode #193 - Limited Power of Attorney | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the issues with having a limited Power of Attorney or no Power of Attorney at all. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/2/10 | Free | View In iTunes |
| 55 | VideoEpisode #193 - VIDEO - Limited Power of Attorney | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the issues with having a limited Power of Attorney or no Power of Attorney at all. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/2/10 | Free | View In iTunes |
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56 |
Episode #192 - Announcements | This week on Hull on Estates and Succession Planning, Ian and Suzanna discuss Hull & Hull's most recent Breakfast Learning Series and the upcoming changes being made to the firms website. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/26/10 | Free | View In iTunes |
| 57 | VideoEpisode #192 - VIDEO - Announcements | This week on Hull on Estates and Succession Planning, Ian and Suzanna discuss Hull & Hull's most recent Breakfast Learning Series and the upcoming changes being made to the firms website. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/26/10 | Free | View In iTunes |
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58 |
Episode #191 - Power of Attorney - Part 7 | This week on Hull on Estates and Succession Planning, Ian and Suzana carry on their discussion regarding compensation for a power of Attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/15/09 | Free | View In iTunes |
| 59 | VideoEpisode #191 - VIDEO - Power of Attorney - Part 7 | This week on Hull on Estates and Succession Planning, Ian and Suzana carry on their discussion regarding compensation for a power of Attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/15/09 | Free | View In iTunes |
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60 |
Episode #190 - HullandHull.com Wins an Award | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag announce that HullandHull.com has won an award for Best Multi-Media Website for Lawyers, awarded by the Canadian Bar Association magazine. | 12/11/09 | Free | View In iTunes |
| 61 | VideoEpisode #190 - VIDEO - HullandHull.com Wins an Award | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag announce that HullandHull.com won an award for Best Multi-Media Website for Lawyers, awarded by the Canadian Bar Association magazine. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/11/09 | Free | View In iTunes |
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62 |
Episode #189 - Emotional Estate Disputes | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag discuss emotional estate disputes amongst families. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/30/09 | Free | View In iTunes |
| 63 | VideoEpisode #189 - VIDEO - Emotional Estate Disputes | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag discuss emotional estate disputes amongst families. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/30/09 | Free | View In iTunes |
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64 |
Episode 188 - The Holiday Season | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag address the issue of family discussions about succession planning as they arise during the holiday season. If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog. | 11/24/09 | Free | View In iTunes |
| 65 | VideoEpisode 188 - VIDEO - The Holiday Season | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag address the issue of family discussions about succession planning as they arise during the holiday season. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/24/09 | Free | View In iTunes |
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Episode 187 - Power of Attorney - Part 6 | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the importance of confidentiality when acting as Power of Attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/19/09 | Free | View In iTunes |
| 67 | VideoEpisode 187 - VIDEO - Power of Attorney - Part 6 | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the importance of confidentiality when acting as Power of Attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/18/09 | Free | View In iTunes |
| 68 | VideoEpisode 186 - VIDEO - Power of Attorney - Part 5 | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag continue their conversation regarding compensation for attorneys and guardians of personal care. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/10/09 | Free | View In iTunes |
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Episode 186 - Power of Attorney - Part 5 | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag continue their conversation regarding compensation for attorneys and guardians of personal care. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/10/09 | Free | View In iTunes |
| 70 | VideoEpisode 185 - VIDEO - Power of Attorney - Part 4 | This week on Hull on Estates and Succession Planning, Ian Hull discusses the difficult topic of arranging payment for the Power of Attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/2/09 | Free | View In iTunes |
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Episode 185 - Power of Attorney - Part 4 | This week on Hull on Estates and Succession Planning, Ian Hull discusses the difficult topic of arranging payment for the Power of Attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/2/09 | Free | View In iTunes |
| 72 | VideoEpisode 184 - VIDEO - Power of Attorney - Part 3 | This week on Hull on Estates and Succession Planning, Ian Hull focuses on the importance of capacity assessments. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/27/09 | Free | View In iTunes |
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Episode 184 - Power of Attorney - Part 3 | This week on Hull on Estates and Succession Planning, Ian Hull focuses on the importance of capacity assessments. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/27/09 | Free | View In iTunes |
| 74 | VideoEpisode 183 - VIDEO - Power of Attorney - Part 2 | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag discuss the basic principles when there is a dispute over power of attorney in a Will. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/6/09 | Free | View In iTunes |
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Episode 182 - Power of Attorney - Part 1 | his week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popvic-Montag introduce their next mini-series which will discuss engaging with litigation regarding power of attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/2/09 | Free | View In iTunes |
| 76 | VideoEpisode 182 - VIDEO - Power of Attorney - Part 1 | This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popvic-Montag introduce their next mini-series which will discuss engaging with litigation regarding power of attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/2/09 | Free | View In iTunes |
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Episode 181 - Disabled Beneficiaries | This week on Hull on Estates and Succession Planning, Paul Trudelle and Jordin Atin discuss the considerations that must be taken into account with disabled beneficiaries. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 9/17/09 | Free | View In iTunes |
| 78 | VideoEpisode 181 - VIDEO - Disabled Beneficiaries | This week on Hull on Estates and Succession Planning, Paul Trudelle and Jordin Atin discuss the considerations that must be taken into account with disabled beneficiaries. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 9/17/09 | Free | View In iTunes |
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Episode 180 - The Emotional Value of Assets | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss the best ways to evaluate a Will based on the emotional value of assets rather than the fixed value. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 9/8/09 | Free | View In iTunes |
| 80 | VideoEpisode 180 - VIDEO - The Emotional Value of Assets | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss the best ways to evaluate a Will based on the emotional value of assets rather than the fixed value. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 9/8/09 | Free | View In iTunes |
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81 |
Episode 179 - Lost Wills - Part 2 | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin continue their discussion about the importance of Wills and the emotional nature of evaluating the assets of an estate. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 9/1/09 | Free | View In iTunes |
| 82 | VideoEpisode 179 - VIDEO - Lost Wills - Part 2 | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin continue their discussion about the importance of Wills and the emotional nature of evaluating the assets of an estate. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 9/1/09 | Free | View In iTunes |
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83 |
Episode 178 - Lost Wills | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss the difficulties of losing your Will and how to overcome them. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/25/09 | Free | View In iTunes |
| 84 | VideoEpisode 178 - VIDEO - Lost Wills | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss the difficulties of losing your Will and how to overcome them. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/25/09 | Free | View In iTunes |
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85 |
Episode 177 - Vacation Preparation | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss the importance of having your Will in order before going on vacation. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/24/09 | Free | View In iTunes |
| 86 | VideoEpisode 177 - VIDEO - Vacation Preparation | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss the importance of having your Will in order before going on vacation. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/24/09 | Free | View In iTunes |
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87 |
Episode 176 - Tax Issues for Estate Planning | This week on Hull on Estate and Succession Planning, Ian Hull goes through a summary of considerations for dealing with Canadian tax issues from an estate planning point of view. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/11/09 | Free | View In iTunes |
| 88 | VideoEpisode 176 - VIDEO - Tax Issues for Estate Planning | This week on Hull on Estate and Succession Planning, Ian Hull goes through a summary of considerations for dealing with Canadian tax issues from an estate planning point of view. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/11/09 | Free | View In iTunes |
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89 |
Episode 175 - Transferring the Family Cottage - Part 7 | This week on Hull on Estate and Succession Planning, Ian and Suzana recap their cottage series and discuss the possibilities that may arise with the beneficiaries, such as disinterest in the property or incapacitation. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/5/09 | Free | View In iTunes |
| 90 | VideoEpisode 175 - VIDEO - Transferring the Family Cottage - Part 7 | This week on Hull on Estate and Succession Planning, Ian and Suzana recap their cottage series and discuss the possibilities that may arise with the beneficiaries, such as disinterest in the property or incapacitation. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 8/5/09 | Free | View In iTunes |
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Episode 174 - Transferring the Family Cottage - Part 6 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion about the best practices for transferring the family cottage to the next generation while addressing the issue of defaulting on a trust or contract that was previously agreed upon by all beneficiaries. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 7/28/09 | Free | View In iTunes |
| 92 | VideoEpisode 174 - VIDEO - Transferring the Family Cottage - Part 6 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion about the best practices for transferring the family cottage to the next generation while addressing the issue of defaulting on a trust or contract that was previously agreed upon by all beneficiaries. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 7/28/09 | Free | View In iTunes |
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Episode 173 - Transferring the Family Cottage - Part 5 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion of the most efficient methods for transferring the family cottage. Ian and Suzana discuss the effectiveness of using a trust or legally binding agreement for the beneficiaries and how to create one. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 7/21/09 | Free | View In iTunes |
| 94 | VideoEpisode 173 - VIDEO - Transferring the Family Cottage - Part 5 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion of the most efficient methods for transferring the family cottage. Ian and Suzana discuss the effectiveness of using a trust or legally binding agreement for the beneficiaries and how to create one. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 7/21/09 | Free | View In iTunes |
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Episode 172 - Transferring the Family Cottage – Part 4 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession Planning Ian and Suzana continue their discussion of the transfer of the family cottage. They explore three ways of transferring the cottage on death; 1) Putting the gift of the cottage in your will 2) Testamentary Trust and 3) Outright gifting. If you have any | 7/14/09 | Free | View In iTunes |
| 96 | VideoEpisode 172 - VIDEO - Transferring the Family Cottage – Part 4 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 &lt;!-- /* Font Definitions */ @font-face {font-family:&quot;Cambria Math&quot;; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:&quot;&quot;; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:&quot;Times New Roman&quot;;} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --&gt; /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession Planning Ian and Suzana continue their discussion of the transfer of the family cottage. They explore three ways of transferring the cottage on death; 1) Putting the gift of the cottage in your will 2) Testamentary Trust | 7/14/09 | Free | View In iTunes |
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Episode 171 - Transferring the Family Cottage - Part 3 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 &lt;!-- /* Font Definitions */ @font-face {font-family:&quot;Cambria Math&quot;; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-alt:Calibri; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:&quot;&quot;; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:&quot;Times New Roman&quot;;} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --&gt; /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession Planning Ian and Suzana look at the more complex solutions to the transfer of a cottage. The discuss the inter vivos transfer - putting the cottage in trust for your children while you | 7/8/09 | Free | View In iTunes |
| 98 | VideoEpisode 171 - VIDEO - Transferring the Family Cottage - Part 3 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-alt:Calibri; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession Planning Ian and Suzana look at the more complex solutions to the transfer of a cottage. The discuss the inter vivos transfer - putting the cottage in trust for your children while you are living. If you have any comments | 7/8/09 | Free | View In iTunes |
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Episode 170 - The Family Property - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-alt:Calibri; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} This week on Hull on Estate and Succession Planning Ian and Suzana continue their discussion on the family property. They look into two simple options when choosing to manage the transfer of wealth of a cottage - gifting it during your lifetime and selling the property. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 7/2/09 | Free | View In iTunes |
| 100 | VideoEpisode 170 - VIDEO - The Family Property - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-alt:Calibri; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} This week on Hull on Estate and Succession Planning Ian and Suzana continue their discussion on the family property. They look into two simple options when choosing to manage the transfer of wealth of a cottage - gifting it during your lifetime and selling the property. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 7/2/09 | Free | View In iTunes |
| 101 | VideoEpisode 169 - VIDEO - Keeping the Family Cottage in the Family | This week on Hull on Estate and Succession Planning, Ian and Suzanna discuss the delicate topic of transferring the family cottage from owner to heirs and the best steps to take to make the transition as smooth as possible. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 6/29/09 | Free | View In iTunes |
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Episode 168 - Social Media and ‘Being Specific’ Wrap-up | This week on Hull on Estate and Succession planning Ian Hull and Suzana Popovic-Montag begin their discussion by relating Star Trek to social media in terms of technology, costs and viewer/reader feedback. They continue on with a wind-up of their Being Specific series and discuss the last stage of how things unfold. Finally, Suzana mentions a blog post relating to costs from the New York Probate & Estate Litigation Blog by Philip Bernstein. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 6/11/09 | Free | View In iTunes |
| 103 | VideoEpisode 168 - VIDEO - Social Media and ‘Being Specific’ Wrap-up | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-alt:Calibri; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession planning Ian Hull and Suzana Popovic-Montag begin their discussion by relating Star Trek to social media in terms of technology, costs and viewer/reader feedback. They continue on with a wind-up of their Being Specific series and discuss the las | 6/9/09 | Free | View In iTunes |
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Episode 167 - Being Specific About Costs | This week on Hull on Estate and Succession Planning, Ian and Suzana get into specifics regarding costs. They discuss specific illustrations where motions can arise; both strategic motions and those that can be predicted and look into why costs may be so high. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 6/3/09 | Free | View In iTunes |
| 105 | VideoEpisode 167 - VIDEO - Being Specific About Costs | This week on Hull on Estate and Succession Planning, Ian and Suzana get into specifics regarding costs. They discuss specific illustrations where motions can arise; both strategic motions and those that can be predicted and look into why costs may be so high. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 6/3/09 | Free | View In iTunes |
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Episode 166 - Uncertainties in Litigation | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the uncertainties in litigation. They look at the great uncertainty of interlocutory (or injunctions, or motions) throughout the process. They talk about the motions that are brought often that can create budget difficulties due to the unknowns in litigation. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/27/09 | Free | View In iTunes |
| 107 | VideoEpisode 166 - VIDEO - Uncertainties in Litigation | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the uncertainties in litigation. They look at the great uncertainty of interlocutory (or injunctions, or motions) throughout the process. They talk about the motions that are brought often that can create budget difficulties due to the unknowns in litigation. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/27/09 | Free | View In iTunes |
| 108 | VideoEpisode 165 - VIDEO - The Question of Costs - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the question of costs. Specifically, they discuss the estimated costs when engaging a lawyer. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/19/09 | Free | View In iTunes |
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Episode 165 - The Question of Costs - Part 2 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-1610611985 1107304683 0 0 159 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman";} a:link, span.MsoHyperlink {mso-style-priority:99; color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:purple; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the question of costs. Specifically, they discuss the estimated costs when engaging a lawyer. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/19/09 | Free | View In iTunes |
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Episode 164 - The Question of Costs | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the question of costs. They talk about where people get paid out of in typical estate contested matter and begin to discuss what the costs are and what it really costs a client to engage a lawyer. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/12/09 | Free | View In iTunes |
| 111 | VideoEpisode 164 - VIDEO - The Question of Costs | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the question of costs. They talk about where people get paid out of in typical estate contested matter and begin to discuss what the costs are and what it really costs a client to engage a lawyer. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/12/09 | Free | View In iTunes |
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Episode 163 - Illustrating the Use of Technology | This week on Hull on Estate and Succession Planning Ian and Suzana illustrate the use of technology. They discuss the tools they use, knowledge management within their firm and how technology has made things much more accessible for current lawyers and law students. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/5/09 | Free | View In iTunes |
| 113 | VideoEpisode 163 - VIDEO - Illustrating the Use of Technology | This week on Hull on Estate and Succession Planning Ian and Suzana illustrate the use of technology. They discuss the tools they use, knowledge management within their firm and how technology has made things much more accessible for current lawyers and law students. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 5/5/09 | Free | View In iTunes |
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Episode 162 - Issues that Arise with an Incapable Spouse | This week on Hull on Estate and Succession Planning, Ian and Suzana pick up on the last couple points on the Canadian Conference on Elder Law put on by the Canadian Bar Association conference in Kingston, Ontario on June 9, 2009. They discuss another topic that will come at the conference; the question of family law and elder law. They explore the issue that arises when a couple who is advanced in years, finds one of them to be incapable They also briefly discuss other blogs that are available for those who are interested and they mention a great place to start would be lawblogs.ca. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/28/09 | Free | View In iTunes |
| 115 | VideoEpisode 162 - VIDEO - Issues that Arise with an Incapable Spouse | This week on Hull on Estate and Succession Planning, Ian and Suzana pick up on the last couple points on the Canadian Conference on Elder Law put on by the Canadian Bar Association conference in Kingston, Ontario on June 9, 2009. They discuss another topic that will come at the conference; the question of family law and elder law. They explore the issue that arises when a couple who is advanced in years, finds one of them to be incapable They also briefly discuss other blogs that are available for those who are interested and they mention a great place to start would be lawblogs.ca. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/28/09 | Free | View In iTunes |
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Episode 161 - Social Media and the Canadian Conference on Elder Law | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the idea of knowing what is going on around us in social media. They mention the Canadian Conference on Elder Law put on by the Canadian Bar Association conference in Kingston, Ontario on June 9, 2009. One of the first topics at the conference will be on assessing the capacity assessor. Ian and Suzana discuss assessing the assessor and the pros, cons and what should be expected. They talk about what they see in their practice as important elements of a good assessment and where they might see some problems. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/22/09 | Free | View In iTunes |
| 117 | VideoEpisode 161 - VIDEO - Social Media and the Canadian Conference on Elder Law | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the idea of knowing what is going on around us in social media. They mention the Canadian Conference on Elder Law put on by the Canadian Bar Association conference in Kingston, Ontario on June 9, 2009. One of the first topics at the conference will be on assessing the capacity assessor. Ian and Suzana discuss assessing the assessor and the pros, cons and what should be expected. They talk about what they see in their practice as important elements of a good assessment and where they might see some problems. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/22/09 | Free | View In iTunes |
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Episode 160 - The Freezing of the Assets | This week on Hull on Estate and Succession Planning Ian and Suzana discuss what the freezing of the assets step means and what the typical approach is for dealing with situations in which this step needs to be taken. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/14/09 | Free | View In iTunes |
| 119 | VideoEpisode 160 - VIDEO - The Freezing of the Assets | This week on Hull and Estate and Succession Planning, Ian and Suzana discuss what the freezing of the assets step means and what the typical approach is for dealing with situations in which this step needs to be taken. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="10" SemiHidden="false" UnhideWhenUsed="false" QFormat="true" Name="Titl | 4/14/09 | Free | View In iTunes |
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Episode 159 - What Do We Expect From Our Clients? | This week on Hull and Estate and Succession Planning, Ian and Suzana discuss what we expect and what we can expect from clients. This topic was prompted by the recent changes by the Law Society to the bylaws in terms of what to ask clients. They discuss the changes and how they are important in the general practice and in specific practice. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/7/09 | Free | View In iTunes |
| 121 | VideoEpisode 159 - VIDEO - What Do We Expect From Our Clients? | This week on Hull and Estate and Succession Planning, Ian and Suzana discuss what we expect and what we can expect from clients. This topic was prompted by the recent changes by the Law Society to the bylaws in terms of what to ask clients. They discuss the changes and how they are important in the general practice and in specific practice. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 4/7/09 | Free | View In iTunes |
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Episode 158 - The Positive Side of the Second Marriage | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the positive side of the second marriage from a planning standpoint with a focus on capacity planning. They discuss both property and personal care. If you have any comments, send us an email at hullandhull@gmail.com or leave us a comment on our blog. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdExc | 4/3/09 | Free | View In iTunes |
| 123 | VideoEpisode 158 - VIDEO - The Positive Side of the Second Marriage | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the positive side of the second marriage from a planning standpoint with a focus on capacity planning. They discuss both property and personal care. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="3 | 4/3/09 | Free | View In iTunes |
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Episode 157 - Managing Disputes That Arise From Second Marriages | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss managing family disputes that arise out of second or third marriage relationships. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/24/09 | Free | View In iTunes |
| 125 | VideoEpisode 157 - VIDEO - Managing Disputes That Arise From Second Marriages | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss managing family disputes that arise out of second or third marriage relationships. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/24/09 | Free | View In iTunes |
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Episode 156 - The Drafting of Wills -Part 2 - The Specifics of Charitable Giving | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin continue their discussion on the drafting of wills and take a closer look at the specifics of charitable giving. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/18/09 | Free | View In iTunes |
| 127 | VideoEpisode 156 - VIDEO - The Drafting of Wills - Part 2 - The Specifics of Charitable Giving | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin continue their discussion on the drafting of wills and take a closer look at the specifics of charitable giving. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/18/09 | Free | View In iTunes |
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Episode 155 - The Drafting of Wills | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss drafting wills and some of the more personal aspects of it such as family matters and charitable giving. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/10/09 | Free | View In iTunes |
| 129 | VideoEpisode 155 - VIDEO - The Drafting of Wills | This week on Hull on Estates and Succession Planning, Ian Hull and Jordan Atin discuss drafting wills and some of the more personal aspects of it such as family matters and charitable giving. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/10/09 | Free | View In iTunes |
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Episode 154 - The Estate Freeze - Part 2 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on Estate Freezes and discuss the rights that shareholders have. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 3/3/09 | Free | View In iTunes |
| 131 | VideoEpisode 153 - VIDEO - The Estate Freeze | This week on Hull and Estate and Succession Planning, Ian and Suzana discuss the estate freeze, what it is and why people would do typically do that in their estates. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/24/09 | Free | View In iTunes |
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Episode 153 - The Estate Freeze | This week on Hull and Estate and Succession Planning, Ian and Suzana discuss the estate freeze, what it is and why people would do typically do that in their estates. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/24/09 | Free | View In iTunes |
| 133 | VideoEpisode 152 - VIDEO - The decision of Frye vs. Frye | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the decision of Frye vs. Frye. In this case the court of appeal struggled with two competing documents. This created problems because there was a will issue that did not match up to the shareholders agreement that was created. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/18/09 | Free | View In iTunes |
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Episode 152 - The decision of Frye vs. Frye | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the decision of Frye vs. Frye. In this case the court of appeal struggled with two competing documents. This created problems because there was a will issue that did not match up to0 the shareholders agreement that was created. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/18/09 | Free | View In iTunes |
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Episode 151 - How Capacity Can Impact on Efforts to Create a Decision Making Tree | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="fal | 2/12/09 | Free | View In iTunes |
| 136 | VideoEpisode 151 - VIDEO - How Capacity Can Impact on Efforts to Create a Decision Making Tree | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="fal | 2/12/09 | Free | View In iTunes |
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Episode 150 - Shareholders agreements in the context of an estate plan - part 2 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on shareholders agreements in the context of an estate plan. They discuss the fact that when creating a shareholders agreement we should deal with the day to day governance not the global governance which deals with directors and officers. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/5/09 | Free | View In iTunes |
| 138 | VideoEpisode 150 - VIDEO - Shareholders agreements in the context of an estate plan - part 2 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on shareholders agreements in the context of an estate plan. They discuss the fact that when creating a shareholders agreement we should deal with the day to day governance not the global governance which deals with directors and officers. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 2/5/09 | Free | View In iTunes |
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Episode 149 - Shareholders agreements in the context of an estate plan | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss what a shareholders agreement is and how that can be an important tool in the context of an estate plan. They focus on the fact that the efforts to create a shareholders agreement forces the family to consider what they're going to do with the estate plan and where they're going to go forward. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/28/09 | Free | View In iTunes |
| 140 | VideoEpisode 149 - VIDEO - Shareholders agreements in the context of an estate plan | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss what a shareholders agreement is and how that can be an important tool in the context of an estate plan. They focus on the fact that the efforts to create a shareholders agreement forces the family to consider what they're going to do with the estate plan and where they're going to go forward. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/28/09 | Free | View In iTunes |
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Episode 148 - Fundamental business concepts that impact estate planning | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss some of the fundamental business concepts that impact estate planning. They also talk about the need to disclose and why that is important, using the illustration of the use of shareholders agreements. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/22/09 | Free | View In iTunes |
| 142 | VideoEpisode 148 - VIDEO - Fundamental business concepts that impact estate planning | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss some of the fundamental business concepts that impact estate planning. They also talk about the need to disclose and why that is important, using the illustration of the use of shareholders agreements. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/22/09 | Free | View In iTunes |
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Episode 147 - The choice of a personal representative | This week on Hull on Estate and Succession Planning, Ian and Suzana look in more detail at choosing a personal representative and how to minimize tension when doing this. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/13/09 | Free | View In iTunes |
| 144 | VideoEpisode 147 - VIDEO - The choice of a personal representative | This week on Hull on Estate and Succession Planning, Ian and Suzana look in more detail at choosing a personal representative and how to minimize tension when doing this. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/13/09 | Free | View In iTunes |
| 145 | VideoEpisode 146 - VIDEO - Reasons Why an Estate Plan Can Go Awry | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the reasons why an estate plan can go awry and how to address these issues. The reasons include the concept of an acrimonious extended family member, intransigent family members, making sure you have properly drafted documents and the choice of your estate trustee or personal representative. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/7/09 | Free | View In iTunes |
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Episode 146 - Reasons Why an Estate Plan Can Go Awry | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the reasons why an estate plan can go awry and how to address these issues. The reasons include the concept of an acrimonious extended family member, intransigent family members, making sure you have properly drafted documents and the choice of your estate trustee or personal representative. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 1/7/09 | Free | View In iTunes |
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Episode 144 - Administering Assets that are Personal Property Items | In this episode, Ian and Suzana discuss how to approach administering assets that are personal property items. This is particularly relevant in the holiday season when valuable gifts are often exchanged, be they paintings, furniture or jewelry. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/22/08 | Free | View In iTunes |
| 148 | VideoEpisode 144 - VIDEO- Administering Assets that are Personal Property Items | In this episode, Ian and Suzana discuss how to approach administering assets that are personal property items. This is particularly relevant in the holiday season when valuable gifts are often exchanged, be they paintings, furniture or jewelry. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/22/08 | Free | View In iTunes |
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Episode 143 - The Use and Impact of Trust Companies | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the use and impact of trust companies in estate planning, the pros and cons, and how they are used in an efficient way in general estate planning and in some the contentious situations. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/18/08 | Free | View In iTunes |
| 150 | VideoEpisode 143 - VIDEO - The Use and Impact of Trust Companies | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the use and impact of trust companies in estate planning, the pros and cons, and how they are used in an efficient way in general estate planning and in some the contentious situations. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/18/08 | Free | View In iTunes |
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Episode 142 - Guardianship in Canada | This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about how the law has changed in Canada as it pertains to the appointment of guardians. Rodney suggests that today's laws (post-1994) are clearer than they were in the past. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/8/08 | Free | View In iTunes |
| 152 | VideoEpisode 142 - VIDEO - Guardianship in Canada | This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about how the law has changed in Canada as it pertains to the appointment of guardians. Rodney suggests that today's laws (post-1994) are clearer than they were in the past. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/8/08 | Free | View In iTunes |
| 153 | VideoEpisode 141 - VIDEO - The Benefits of the Family Meeting | This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about the benefits of holding a family meeting to discuss estate matters while the testator is still alive. They both extend their condolences to the family of Ted Rogers, who passed away today. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/3/08 | Free | View In iTunes |
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Episode 141 - The Benefits of the Family Meeting | This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about the benefits of holding a family meeting to discuss estate matters while the testator is still alive. They both extend their condolences to the family of Ted Rogers, who passed away today. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 12/3/08 | Free | View In iTunes |
| 155 | VideoEpisode 140 - VIDEO - Direct and Indirect Approaches to Estate Planning - Part 1 | This week on Hull on Estate and Succession Planning, Ian and Suzana start a discussion on their global philosophy toward the estate planning process. There are direct and indirect approaches to capacity and estate planning and in this episode, Ian and Suzana explore these approaches as they pertain to the choice of attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/25/08 | Free | View In iTunes |
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Episode 140 - Direct and Indirect Approaches to Estate Planning - Part1 | This week on Hull on Estate and Succession Planning, Ian and Suzana start a discussion on their global philosophy toward the estate planning process. There are direct and indirect approaches to capacity and estate planning and in this episode, Ian and Suzana explore these approaches as they pertain to the choice of attorney. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 11/25/08 | Free | View In iTunes |
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Episode 139 - Will Challenge wrap-up and Power of Attorney Litigation | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="fal | 11/17/08 | Free | View In iTunes |
| 158 | VideoEpisode 139 - VIDEO- Will Challenge wrap-up and Power of Attorney Litigation | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="fal | 11/17/08 | Free | View In iTunes |
| 159 | VideoEpisode 138 - VIDEO - Will Challenge Litigation Part 13 | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the five factors the court looks at when challenging a will. 1) Lack of testamentary capacity 2) Undue Influence 3) Due execution or properly executing a will. 4) Suspicious circumstances 5) Fraud Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="false" Priority="35" Q | 11/11/08 | Free | View In iTunes |
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Episode 137 - Will Challenge Litigation Part 12 | Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdException Locked="fal | 11/7/08 | Free | View In iTunes |
| 161 | VideoEpisode 137 - VIDEO - Will Challenge Litigation Part 12 | This week on Hull on Estate and Succession Planning, Ian and Suzana clarify the distinction between claims of resulting trust and claims of constructive trust. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 <w:LsdExcepti | 11/7/08 | Free | View In iTunes |
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Episode 136 - Will Challenge Litigation Part 11 | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the differences between quantum meruit and propriety estoppel. As with any add-on claims, the courts require solid corroboration. They also discuss claims of resulting trust and claims of constructive trust. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/27/08 | Free | View In iTunes |
| 163 | VideoEpisode 136 - VIDEO - Will Challenge Litigation Part 11 | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the differences between quantum meruit and propriety estoppel. As with any add-on claims, the courts require solid corroboration. They also discuss claims of resulting trust and claims of constructive trust. If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog. | 10/27/08 | Free | View In iTunes |
| 164 | VideoEpisode 135 - VIDEO - Will Challenge Litigation Part 10 | This week on Hull on Estates, Ian and Suzana discuss extraneous claims that can arise during a will challenge. In particular, they talk about propriety estoppel and other situations where someone worked to their detriment in the context of an estate dispute. For these kinds of claims, you require solid corroboration. Next week, Ian and Suzana will address the differences between quantum meruit and proprietary estoppel. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 10/20/08 | Free | View In iTunes |
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Episode 135 - Will Challenge Litigation Part 10 | This week on Hull on Estates, Ian and Suzana discuss extraneous claims that can arise during a will challenge. In particular, they talk about propriety estoppel and other situations where someone worked to their detriment in the context of an estate dispute. For these kinds of claims, you require solid corroboration. Next week, Ian and Suzana will address the differences between quantum meruit and proprietary estoppel. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 10/20/08 | Free | View In iTunes |
| 166 | VideoEpisode 134 - VIDEO - Will Challenge Litigation Part 9 | This week on Hull on Estates, Ian and Suzana discuss other claims that can be made concurrent to a classic will challenge. In particular, they talk about quantum meruit claims and how these can be interpreted differently depending on the situation. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 10/13/08 | Free | View In iTunes |
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Episode 134 - Will Challenge Litigation - Part 9 | This week on Hull on Estates, Ian and Suzana discuss other claims that can be made concurrent to a classic will challenge. In particular, they talk about quantum meruit claims and how these can be interpreted differently depending on the situation. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 10/13/08 | Free | View In iTunes |
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Episode 133 - Will Challenge Litigation Part 8 | This week on Hull on Estates, Ian and Suzana discuss corporate issues and implications during a will challenge. Issues of testamentary capacity and undue influence can become extremely complex questions to investigate in a corporate inquiry. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 10/6/08 | Free | View In iTunes |
| 169 | VideoEpisode 133 - VIDEO - Will Challenge Litigation Part 8 | This week on Hull on Estates, Ian and Suzana discuss corporate issues and implications during a will challenge. Issues of testamentary capacity and undue influence can become extremely complex questions to investigate in a corporate inquiry. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 10/6/08 | Free | View In iTunes |
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Episode 132 - Will Challenge Litigation - Part 7 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They discuss fraud as one of the most serious ways in which a will can be challenged. Evidential requirements are important when allegations of fraud or forgery are made. Handwriting analysis and other scientific means of determining the legitimacy of evidence can be employed to determine whether or not fraud has occurred. Ian and Suzana also talk about lack of proper execution being grounds to challenge a will. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/29/08 | Free | View In iTunes |
| 171 | VideoEpisode 132 - VIDEO - Will Challenge Litigation Part 7 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They discuss fraud as one of the most serious ways in which a will can be challenged. Evidential requirements are important whenallegations of fraud or forgery are made. Handwriting analysis and other scientific means of determining the legitimacy of evidence can be employed to determine whether or not fraud has occurred. Ian and Suzana also talk about lack of proper execution being grounds to challenge a will. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/29/08 | Free | View In iTunes |
| 172 | VideoEpisode 131 - VIDEO - Will Challenge Litigation Part 6 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They pick up where they left off last week by addressing undue influence. What is undue influence and how do we prove it? Next week they will continue their discussion on the different grounds upon which a will can be challenged. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/23/08 | Free | View In iTunes |
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Episode 131 - Will Challenge Litigation Part 6 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They pick up where they left off last week by addressing undue influence. What is undue influence and how do we prove it? Next week they will continue their discussion on the different grounds upon which a will can be challenged. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/23/08 | Free | View In iTunes |
| 174 | VideoEpisode 130 - VIDEO - Will Challenge Litigation Part 5 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They continue to discuss the process of will challenges in closer detail. What makes a good case? They talk about the five different grounds upon which a will can be challenged: Lack of testamentary capacityExistence of suspicious circumstancesWill not having been properly executedExistence of undue influencePossibility of fraud If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/19/08 | Free | View In iTunes |
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Episode 130 - Will Challenge Litigation Part 5 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They continue to discuss the process of will challenges in closer detail. What makes a good case? They talk about the five different grounds upon which a will can be challenged: Lack of testamentary capacityExistence of suspicious circumstancesWill not having been properly executedExistence of undue influencePossibility of fraud If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/15/08 | Free | View In iTunes |
| 176 | VideoEpisode 129 - VIDEO - Will Challenge Litigation Part 4 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They continue to discuss the value of the discovery process and intense investigation. The goal is to get to the mediation process as soon as possible. New evidence may lead to the next stage: the pre-trial. Ian and Suzana talk about the pre-trial process and what you can expect during this stage. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/10/08 | Free | View In iTunes |
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Episode 129 - Will Challenge Litigation Part 4 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They continue to discuss the value of the discovery process and intense investigation. The goal is to get to the mediation process as soon as possible. New evidence may lead to the next stage: the pre-trial. Ian and Suzana talk about the pre-trial process and what you can expect during this stage. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/8/08 | Free | View In iTunes |
| 178 | VideoEpisode 128 - VIDEO - Will Challenge Litigation Part 3 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They discuss what happens during the Discovery process and explore what Mediation is and how it works. Will challenge proceedings can benefit greatly from facilitation during the litigation process. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/1/08 | Free | View In iTunes |
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Episode 128 - Will Challenge Litigation Part 3 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They discuss what happens during the Discovery process and explore what Mediation is and how it works. Will challenge proceedings can benefit greatly from facilitation during the litigation process. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 9/1/08 | Free | View In iTunes |
| 180 | VideoEpisode 127 - VIDEO - Will Challenge Litigation Part 2 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They cover how a comprehensive preliminary investigation can help litigation and discuss how a motion of claim is filed to set the stage to move forward with a trial. Core documents that accompany these stages are: Medical recordsSolicitor's notesFinancial disclosure The next stage is the discovery process and will be the topic that gets next week's podcast off to a start. You can also access this video podcast episode by going to: http://www.youtube.com/watch?v=sZv8IDe97aM You can see all of our videos at: http://www.youtube.com/user/HullandHullLLP If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 8/26/08 | Free | View In iTunes |
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Episode 127 - Will Challenge Litigation Part 2 | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step. They cover how a comprehensive preliminary investigation can help litigation and discuss how a motion of claim is filed to set the stage to move forward with a trial. Core documents that accompany these stages are: Medical recordsSolicitor's notesFinancial disclosure The next stage is the discovery process and will be the topic that gets next week's podcast off to a start. If you have any comments, send us an email at hullandhull@gmail.com or call us on the comment line at 206-457-1985 or leave a comment on our blog. | 8/26/08 | Free | View In iTunes |
| 182 | VideoEpisode 126 - VIDEO - Will Challenge Litigation Part 1 | This week on Hull and Estates, Ian and Suzana kick off their new video format.This is a video podcast that can also be seen on YouTube by going here: http://www.youtube.com/watch?v=1M9h6XKwy0k This week's episode also marks the beginning of a new segment that tackles Will Challenge Litigation step-by-step. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 8/22/08 | Free | View In iTunes |
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Episode 126 - Will Challenge Litigation Part 1 | This week on Hull and Estates, Ian and Suzana kick off their new video format.This podcast is an audio version of the video podcast that can be seen on YouTube by going here: <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:1; mso-generic-font-family:roman; mso-font-format:other; mso-font-pitch:variable; mso-font-signature:0 0 0 0 0 0;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-1610611985 1073750139 0 0 159 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:"Times New Roman","serif"; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin;} span.EmailStyle15 {mso-style-type:personal; mso-style-noshow:yes; mso-style-unhide:no; mso-ansi-font-size:11.0pt; mso-bidi-font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi; color:#1F497D; mso-themecolor:dark2;} .MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:10.0pt; mso-ansi-font-size:10.0pt; mso-bidi-font-size:10.0pt;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> http://www.youtube.com/watch?v=udEcTpLFIkk This week's episode also marks the beginning of a new segment that tackles Will Challenge Litigation step-by-step. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 8/19/08 | Free | View In iTunes |
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Episode 125 - Deductions From Compensation | This week on Hull on Estates and Succession Planning, Ian and Suzana finish up the discussion on the question of accounting by reviewing deductions from compensation and briefly sum up the procedure of the passing of accounts. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 8/11/08 | Free | View In iTunes |
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Episode 124 - Calculating Compensation | This week, Ian and Suzana discuss the number of emails they received last week about cross-reference analysis. They explain and continue talking about calculating compensation and how to audit the claim for compensation. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 8/4/08 | Free | View In iTunes |
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Episode 123 - The Question of Compensation and Complaints | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the question of compensation and complaints regarding compensation. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 7/28/08 | Free | View In iTunes |
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Episode 122 - Cases for Increasing and Decreasing Compensation | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss cases for increasing and decreasing compensation. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 7/21/08 | Free | View In iTunes |
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Episode 121 - Accounting Concepts and Definitions | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about accounting concepts and definitions after receiving requests from listeners to outline a more general framework for estate administration. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 7/14/08 | Free | View In iTunes |
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Episode 120 - Investment Account Issues and Considerations | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about how good trustees deal with accounting issues in volatile markets and other investment considerations. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 7/7/08 | Free | View In iTunes |
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Episode 119 - Delegation in Investment Accounts | Normal 0 MicrosoftInternetExplorer4 st1\:*{behavior:url(#ieooui) } <!-- /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-parent:""; margin:0cm; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:"Times New Roman"; mso-fareast-font-family:"Times New Roman";} @page Section1 {size:612.0pt 792.0pt; margin:72.0pt 90.0pt 72.0pt 90.0pt; mso-header-margin:36.0pt; mso-footer-margin:36.0pt; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman";} This week on Hull on Estate and Succession Planning, Ian and Suzana discuss delegation issues that arise when dealing with Investment Accounts and address a listeners question about the family cottage. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 6/30/08 | Free | View In iTunes |
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Episode 118 - The Investment Accounts | Normal 0 MicrosoftInternetExplorer4 st1\:*{behavior:url(#ieooui) } <!-- /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-parent:""; margin:0cm; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:"Times New Roman"; mso-fareast-font-family:"Times New Roman";} @page Section1 {size:612.0pt 792.0pt; margin:72.0pt 90.0pt 72.0pt 90.0pt; mso-header-margin:36.0pt; mso-footer-margin:36.0pt; mso-paper-source:0;} div.Section1 {page:Section1;} --> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman";} This week on Hull on Estates and Succession Planning, Ian and Suzana conduct a quick lesson on capital encroachment and discuss the role of investment accounts in the passing of accounts. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 6/24/08 | Free | View In iTunes |
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Episode 117 - The Capital Account | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about taking capital out of an account and what to consider along the way. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 6/16/08 | Free | View In iTunes |
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Episode 116 - Dealing with Estate Planning | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss dealing with estate planning and encouraging everyone to draw up a will. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 6/9/08 | Free | View In iTunes |
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Episode 115 - Captial Disbursement | This week on Hull on Estate and Succession Planning, Ian and Suzana follow up with their discussion on passing accounts. They focus on obstacles that often get in the way of smooth transactions particularly capital disbursement and encroaching on captial. In response to the inquiries they received by email for more information on a precedent that people can look at, they suggest listeners go to the Hull and Hull News and Events section to look at their version of a white paper on this topic. You can link to it here. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 6/2/08 | Free | View In iTunes |
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Episode 114 - Keeping Good Records | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the importance of keeping good records in order to account for your conduct financially. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 5/26/08 | Free | View In iTunes |
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Episode 112 - Accounting | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss how to prepare for review by the beneficiaries of the estate by keeping all accounts in order. To open this week's show, they remind listeners that they did this week's episode of Hull on Estates (#110). They also extend their congratulations to Terry Fallis for winning the Stephen Leacock Medal for his book, The Best Laid Plans. If you have any comments that you would like to share, send us an email at hullandhull@gmail.com or leave us a message on our comment line: 206-457-1985. You can also find our blog at hullandhull.com. | 5/12/08 | Free | View In iTunes |
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Episode 111 - Appointing a Guardian | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about appointing a guardian for your children. They also discuss Ian's appearance on BNN's Strictly Legal with Michael Cochrane. If this link does not work in your browser, please copy and paste the following into the address bar: http://broadband.bnn.ca/bnn/?vid=20002 Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or visit the blog at http://estatelaw.hullandhull.com/ | 5/5/08 | Free | View In iTunes |
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Episode 110 - Issues in Estate Administration: Tax Filing | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss tax issues surrounding the administration of an estate. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estates and Succession Planning blog. | 4/28/08 | Free | View In iTunes |
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Episode 109 - Payment of Legacies | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss payment of legacies and other gifts that may be set out in a will. Comments? Send us an email at hullandhull@gmail.com or leave us a message on our comment line at 206-457-1985. | 4/21/08 | Free | View In iTunes |
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Episode 108 - The Business of Being an Estate Trustee | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the business side of being an Estate Trustee and talk about what to do with assets. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line on 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 4/14/08 | Free | View In iTunes |
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Episode 107 - Administration of the Assets of the Estate | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss things to consider when administrating the assets of an estate and point out burdens of being and executor. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on the Hull on Estates and Succession Planning blog. | 4/7/08 | Free | View In iTunes |
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Episode 106 - Insights on Aging and the Elderly Seminar | This week on Hull on Estate and Succession Planning, Ian talks about a seminar he attended and participated in last week called 'Insights on Aging and the Elderly'. The seminar was hosted by B'nai Brith and featured Dr. Nathan Herrmann, Ian Hull, Rabbi Roy D. Tanenbaum and Charles B. Wagner. | 3/31/08 | Free | View In iTunes |
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Episode 105 - Applying for Probate | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the applying for probate. They discuss some of the ways that estate administrators can simplify the process. Comments? Send us an email at hullandhull@gmail.com, post a comment on our blog at http://estatelaw.hullandhull.com/ or leave us a message on our comment line at 206-457-1985. | 3/24/08 | Free | View In iTunes |
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Episode 104 - Personal Liability | This week on Hull on Estate and Succession Planning, Ian Hull talks about the extensive personal liability of an estate trustee. Also, in the March 2008 issue of Canadian Lawyer, the Toronto Estate Law Blog was ranked as one of Canada's Top Ten Law-Related Blogs by Gerry Blackwell. The list also included Michael Geist's blog, Law is Cool and the Rule of Law blog from Kelowna, BC. In the same issue of Canadian Lawyer, Suzana Popovic-Montag was featured as a leader in the world of law and social media. Kudos! Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog at www.hullandhull.com. | 3/17/08 | Free | View In iTunes |
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Episode 103 - Getting Probate | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss probate - what it is and when you need it. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog at www.hullandhull.com. | 3/10/08 | Free | View In iTunes |
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Episode 102 - Assets and Liabilities | This week on Hull on Estate and Succession planning, Ian and Suzana expand on last week's discussion about determining value. They also discuss taking an inventory of an estate's assets and liabilities. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us a comment on our blog. | 3/3/08 | Free | View In iTunes |
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Episode 101 - Determining Value | This week on Hull and Estate and Succession Planning, Ian and Suzana talk about values and appraisals. They specifically look at some of the issues related to assigning value to assets such as jewellry, automobiles, antiques and artwork. Comments? Send us an email at hullandhull@gmail.com, leave us a message on our blog or give us a call at 206-457-1985. | 2/25/08 | Free | View In iTunes |
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Episode 100 - Valuations and Appraisals | Ian celebrates the 100th episode of Hull on Estate and Succession Planning without Suzana. He discusses the question of valuations and appraisals and how these affect estate mediation. Comments? Drop us a line at 206-457-1985 or send us an email at hullandhull@gmail.com. | 2/18/08 | Free | View In iTunes |
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Episode 99 - Pre-probate Checklist | This week on Hull on Estates, Ian and Suzana discuss last week's Ontario Bar Association Conference (featuring Clare Burns and Jordin Atin as speakers). They then wrap up their ongoing discussion about some useful steps to remember when administering an estate. If you'd like to leave a comment, call us on our comment line at 206-457-1985 or leave us an email at hullandhull@gmail.com or you can visit our blog at estatelaw.hullandhull.com/ | 2/11/08 | Free | View In iTunes |
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Episode 98 - Asset Particulars | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the importance of keeping track of asset details. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 2/4/08 | Free | View In iTunes |
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Episode 97 - Initial Estate Meetings | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss how important it is to be prepared for an initial meeting with an estate lawyer. They have also been listening to and reading David Maister's new (audio)book Strategy and the Fat Smoker and continue their conversation on The Tipping Point by Malcolm Gladwell. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 1/28/08 | Free | View In iTunes |
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Episode 96 - The Surviving Spouse | This week on Hull on Estate and Succession Planning, Ian talks about an interview he did this week for a new website called Law is Cool and why he podcasts. Ian and Suzana discuss the importance of preparing for the death of a spouse or for the welfare of your spouse upon your death. This preparation includes having a good idea of the assets you share and the importance of appointing a guardian for your children. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. | 1/21/08 | Free | View In iTunes |
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Episode 95 - Funeral Considerations | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the considerations and responsibilities of estate trustees at the time of a funeral. They also introduce Malcolm Gladwell's book 'The Tipping Point' as a different way of understanding family behaviour at the time of death. | 1/14/08 | Free | View In iTunes |
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Episode 94 - Estate Administration | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on what to expect in the early stages of estate administration. | 1/7/08 | Free | View In iTunes |
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215 |
Episode 93 - The Process of Administering an Estate | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the first, pre-probate stages of administering an estate. | 12/31/07 | Free | View In iTunes |
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216 |
Episode 92 - Executor Obligations | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss what to anticipate as an executor and how to ensure that you are well prepared for your duties. | 12/24/07 | Free | View In iTunes |
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Episode 91 - The Core Issues Concerning Estate Taxes | This week on Hull on Estates and Succession Planning, Ian and Suzana summarize the core issues surrounding estate taxes. | 12/17/07 | Free | View In iTunes |
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Episode 90 - Foreign Real Estate Issues | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss foreign real estate issues and tax planning. | 12/10/07 | Free | View In iTunes |
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Episode 89 - Payment of Taxes on Death | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the necessity of planning for the payment of taxes on death. | 12/3/07 | Free | View In iTunes |
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Episode 88 - Considerations Regarding Testamentary Trusts and Charitable Gifting Issues | This week on Hull on Estates and Succession Planning, Ian and Suzana discuss considerations that must be taken into account while preparing Testamentary Trusts and issues surrounding charitable gifting. | 11/26/07 | Free | View In iTunes |
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Episode 87 - The Potential of the Testamentary Trust | This week on Hull on Estate and Succession Planning, Ian and Suzana continue to focus on testamentary trusts, the most common estate-planning step after the simple will. | 11/19/07 | Free | View In iTunes |
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222 |
Episode 86 - Anticipating Issues in Trust Arrangements | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss trust planning options and anticipating issues that may arise in the future. | 11/12/07 | Free | View In iTunes |
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223 |
Episode 85 - Defering Tax on Capital Gains | This week on Hull on Estate Succession Planning, Ian and Suzana continue their discussion about rolling assets into Trusts and issues surrounding deferring tax on Capital Gains. | 11/5/07 | Free | View In iTunes |
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224 |
Episode 84 - Rolling Assets Into Trust | This week on Hull on Estate and Succession Planning, Ian and Suzana further last week's discussion on trusts and tax planning wills by illustrating the benefits of rolling over assets and being conscious of tainted trusts. | 10/29/07 | Free | View In iTunes |
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225 |
Episode 83 - Inter Vivos and Principal Residence Trusts | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about Inter Vivos and Principal Residence Trusts as effective tools to consider when tax planning a will. | 10/22/07 | Free | View In iTunes |
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226 |
Episode 82 - Beneficiary Designations | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss core issues in estate planning; specifically the importance of beneficiary designations. | 10/15/07 | Free | View In iTunes |
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227 |
Episode 81 - Multiple Wills | This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion about tax plan wills and issues surrounding multiple wills. | 10/8/07 | Free | View In iTunes |
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228 |
Episode 80 - The Tax Plan Will | This week on Hull on Estate and Succession Planning, Ian podcasts without Suzana and kicks off a new series dealing with taxes and wills. | 10/1/07 | Free | View In iTunes |
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229 |
Episode 79 - Closing the Summer's Cottage and Recreational Property Discussion | In this week's episode of Hull on Estate and Succession Planning, Ian and Suzana consider the other factors to consider in the succession agreement. | 9/24/07 | Free | View In iTunes |
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230 |
Episode 78 - Drafting a Co-ownership Agreement | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss things to remember when drafting a co-ownership agreement of a recreational property with family or friends. | 9/17/07 | Free | View In iTunes |
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231 |
Episode 77 - Arranging an Agreement on Cottage Property | This week on Hull on Estate and Succession Planning, Ian and Suzana continue talking about cottage and recreational properties. | 9/10/07 | Free | View In iTunes |
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232 |
Episode 76 - Post-Death Gifting of the Family Cottage | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss post-death gifting related to the family cottage. | 9/3/07 | Free | View In iTunes |
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233 |
Episode 75 - Family Cottage Cases of Ownership Transfers | In this week's episode of Hull on Estate and Succession Planning, Ian and Suzana share a few stories involving cases of ownership and the family cottage. | 8/27/07 | Free | View In iTunes |
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234 |
Episode 74 - The Family Cottage and Capital Gains Taxes | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss different options for dealing with capital gains tax as it pertains to investments like 'The family cottage'. | 8/20/07 | Free | View In iTunes |
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235 |
Episode 73 - Capital Gains Taxes | In this week's episode of Hull on Estate and Succession Planning, Ian and Suzana talk about capital gains taxes and what you need to know about them relating to the family cottage. | 8/13/07 | Free | View In iTunes |
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236 |
Episode 72 - Vacation and Recreational Properties | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss litigation involving vacation and recreational properties. This is an emotional as well as a legal issue. They talk about the realities of passing properties on to younger generations. | 8/6/07 | Free | View In iTunes |
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237 |
Episode 71 - Hall v McLaughlin | This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the case of Hall v McLaughlin. This case explores the issue of whether or not a mirror/mutual will written early in life is binding. It illustrates the importance of making your intentions clear to your spouse. | 7/30/07 | Free | View In iTunes |
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238 |
Episode 70 - Real Case Studies | This week on Hull on Estate and Succession Planning, Ian and Suzana talk about some of the real-life case studies that they encounter every day. They go through a case that tore a family apart: Rose v Rose, in a case over the family cottage. | 7/23/07 | Free | View In iTunes |
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239 |
Episode 69 - Probate Fees | During Hull on Estate and Succession Planning Podcast #69, Ian and Suzana discuss the topic of probate fees. They discuss probate fees, probate planning, and tax avoidance. | 7/16/07 | Free | View In iTunes |
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240 |
Episode 68 - Telling a Story and Probate Planning | During Hull on Estate and Succession Planning Podcast #68, Ian and Suzana discuss a case found in Jordan Atin's book The Family War. They also delve into the topic of probate planning. | 7/9/07 | Free | View In iTunes |
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241 |
Episode 67 - Probate Defined | During Hull on Estate and Succession Planning Podcast #67, Ian and Suzana discuss the topic of Probate. They throughly explain the concept and cover the different roles that Probate can play in a successful succession plan. | 7/2/07 | Free | View In iTunes |
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242 |
Episode 66 - The Estate Litigation of NYC Socialite Queen Brooke | During Hull on Estate and Succession Planning Podcast #66, Ian and Suzana discuss the conference that Ian recently attended, Podcasters Across Borders, where he spoke on a panel with Terry Fallis of Thornley Fallis, and Kate Morgan of Podwise Social Media Inc. Within the context of estate litigation, Ian discusses a recent article he read in the June 6th edition of The Economist that considered the life of a New York City socialite, Brooke Astor, commonly known as Queen Brooke. Ian reviews the dramatic story of her life, and the litigation surrounding her loss of capacity and her second marriage. | 6/26/07 | Free | View In iTunes |
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243 |
Episode 65 - Powers of Attorney: Planning for Incapacity | During Hull on Estate and Succession Planning Podcast #65, Ian Hull and Suzana Popovic-Montag discuss the importance of designating a Power of Attorney in your estate plan. They cover topics such as why a Power of Attorney is essential and what can happen if an incapable individual does not have a Power of Attorney in place, focusing on the Court Order process to obtain a Power of Attorney for property and/or personal care. | 6/18/07 | Free | View In iTunes |
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244 |
Episode 64 - Powers of Attorney and Elder Abuse | During Hull on Estate and Succession Planning Podcast #64, Ian Hull and Suzana Popovic-Montag express the importance of educating an individual chosen as Power of Attorney on their roles and responsibilities, as well as full disclosure between all parties involved in the succession planning. They also discuss the issue of duelling Powers of Attorney and the strategy of using Power of Attorney for limited purposes. Ian and Suzana also touched on elder abuse and mentioned the helpful emergency hotline provided by the Public Guardian and Trustee at 1-800-366-0335. | 6/11/07 | Free | View In iTunes |
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245 |
Episode 63 - Powers of Attorney Defined | During Hull on Estate and Succession Planning Episode 63, Ian Hull and Suzana Popovic-Montag discuss the role of Powers of Attorney in estate planning. They define the term, "Power of Attorney", and cover the responsibilities associated with this role. The steps to take if you decide to revoke your Power of Attorney are also discussed, as well as the regulations of the Substitute Decisions Act which sets out some of the duties involved in Power of Attorney | 6/4/07 | Free | View In iTunes |
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246 |
Episode 62 - The Distribution of Assets | In Podcast #61, Ian and Suzana discuss the treatment of assets in second marriages with children. They cover the necessity of proper communication and documentation of intent, as well as the impact of the Succession Law Reform Act over the distribution of assets. Ian and Suzana also discuss the strategy of using trusts to pass on assets in a controlled and managed way to desired beneficiaries. | 5/28/07 | Free | View In iTunes |
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247 |
Episode 61 - Using Insurance Instruments for Effective Succession Planning | During Hull on Estate and Succession Planning Episode #60, Ian and Suzana discuss how term insurance policies and whole life insurance policies can apply to succession planning. They cover three important aspects to consider when reviewing your insurance policies, especially in a separated spouse situation, including the funding of support obligations, the designation of the policy's beneficiaries, and how the policy will be funded after death. | 5/21/07 | Free | View In iTunes |
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248 |
Episode 60 - Joint Accounts | During Hull on Estate and Succession Planning, Ian and Suzana discussed a recent case, Pecore v. Pecore 2007 SCC 17, from the Supreme Court of Canada. This decision centred on the issue of jointly held accounts. Ian and Suzana discussed the consequences of joint accounts for adult children, minor children and dependent adult children. | 5/14/07 | Free | View In iTunes |
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249 |
Episode 59 - Separation Agreements in the Context of Estate Planning | During Hull on Estate and Succession Planning Podcast #59, Ian and Suzana discuss Separation Agreements and the general elements of estate planning upon separation from a spouse. They cover many important aspects of a separation agreement that should be considered when turning your mind to estate planning, including joint assets, joint debts, property, and disability planning. | 5/7/07 | Free | View In iTunes |
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250 |
Episode 58 - Separated Spouses and Estate Planning Issues | During Episode #58, Ian and Suzana discuss estate planning and separated spouses including the equalization process, the importance of valuation on the day of separation, and how issues of spousal support and child support can dovetail into estate planning. Suzana mentions the case of A.A. v. B.B., 2007 ONCA 2 from the Ontario Court of Appeal, wherein a child may have three parents. | 4/30/07 | Free | View In iTunes |
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251 |
Episode 57 - Tax Considerations for Separated Spouses | During Hull on Estate and Succession Planning Podcast #57, Ian Hull and Suzana Popovic-Montag discuss tax considerations to keep in mind within the context of separated spouses. They cover such issues as tax liability, spousal support and child support deductability and the deductability of legal fees. | 4/23/07 | Free | View In iTunes |
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252 |
Episode 56 - Estate Planning Issues for Separated Couples | During Hull on Estate and Succession Planning Podcast #56, Ian Hull and Suzana Popovic-Montag discuss the circumstances surrounding separated couples, remarriage and common law separations. They discuss the impact that these separations have on estate planning including financial, tax and property ownership considerations. | 4/16/07 | Free | View In iTunes |
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253 |
Episode 55 - Insurance Planning | During Hull on Estate and Succession Planning Podcast #55, Ian and Suzana discuss insurance planning in the context of wealth and estate planning strategies. They cover the advantages of integrating insurance policies into your estate plan focusing on disability insurance, critical care insurance and life insurance. | 4/9/07 | Free | View In iTunes |
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254 |
Episode 54 - Estate Planning Considerations in the Context of Married and Unmarried Spouses | During Hull on Estate and Succession Planning Episode #54, Ian and Suzana discuss how to avoid will drafting problems when creating beneficiary designations for insurance trusts. They also discuss the importance of including funeral arrangements in your Will, and the various Provincial approaches to the revocation of Wills after marriage and after a divorce. | 4/2/07 | Free | View In iTunes |
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255 |
Episode 53 - Beneficiary Designation Considerations for Spousal Trusts | During Hull on Estate and Succession Planning Episode #53, Ian Hull and Suzana Popovic-Montag build on their last podcast regarding succession planning for married couples, and turn their focus to spousal trusts. They discuss administrative expenses surrounding trusts, the circumstances that lead to surviving spouse litigation, and methods for ensuring the balance between beneficiary designations. | 3/26/07 | Free | View In iTunes |
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256 |
Episode 52 - The Necessity of a Will in Successful Succession Planning | During Hull on Estate and Succession Planning Episode #52, Ian Hull and Suzana Popovic-Montag discuss the importance of having a Will in succession planning. They cover a range of necessary Will provisions including: The appointment of a guardian for your children;How to deal with authority over your children's property and the Office of the Children's Lawyer Avoiding the Corvette effect;Common disaster clauses; and US Estate taxes. | 3/19/07 | Free | View In iTunes |
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257 |
Episode 51 - Domestic Contracts and Disability Planning | During Hull on Estate and Succession Planning Episode #51, Ian Hull and Suzana Popovic-Montag discuss estate planning for married spouses and common law relationships. They focus specifically on the nature and consequences of domestic contracts, their provision in Section 63 of the Succession Law Reform Act and the importance of full disclosure. Ian and Suzana also discuss disability planning and the importance of naming a Power of Attorney for property and personal care. | 3/12/07 | Free | View In iTunes |
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258 |
Episode # 50 - More Tips for Protecting your Children's Inheritances | During Hull on Estate and Succesion Planning Episode # 50, Jordan Atin and Suzana Popovic-Montag continue their discussion on how to protect your children's inheritances, focusing on strategies to ensure that your chosen beneficiaries do in fact receive the assets left to them. | 3/5/07 | Free | View In iTunes |
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259 |
AMENDED - Episode 49 - Protecting Your Children's Inheritance | During Hull on Estate and Succession Planning Podcast #49, Suzana Popovic-Montag and her guest, Jordan Atin, discuss considerations and techniques to ensure your children do not misuse their inheritances. Some techniques include staggered inheritances, incentive trusts and the creation of a charitable foundation. | 3/1/07 | Free | View In iTunes |
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260 |
Episode 48 - Tips for Hiring an Estate Lawyer | During Hull on Estate and Succession Planning Episode #48, Ian Hull and Suzana Popovic-Montag speak with Jordan Atin, co-author of a recently published book on avoiding Estate litigation, The Family War. The three succession planning experts discuss considerations when hiring an estate lawyer to draft your will. The necessary processes are reviewed including getting a referral, answering questions regarding your specific needs and possessed assets, full disclosure, confidentiality and finally the importance of reviewing and signing your completed will. | 2/19/07 | Free | View In iTunes |
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261 |
Episode 47 - Succession Law | During Hull on Estate and Succession Planning Episode #47, Ian and Suzana review four possible flash points to keep in mind when dealing with family law issues. These topics include the family business, the matrimonial home, the treatment of debt and the domestic and family contract. Ian and Suzana specifically discuss the legal effects of the domestic and family contract upon death and support considerations reviewing the Succession Law Reform Act, Section 62 and 63. | 2/12/07 | Free | View In iTunes |
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262 |
Episode 46 - Family Law Issues in Estate Planning | During Hull on Estate and Succession Planning Episode #46, Ian and Suzana discuss various family law topics which facilitate the creation of a successful estate plan. They focus on "Sweetheart Wills", property analysis, constructive trusts, and the importance of transparency and dialogue especially when dealing with blended families. | 2/5/07 | Free | View In iTunes |
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263 |
Episode 45 - Pre-Estate Planning Considerations | During Hull on Estate and Succession Planning Episode 45, Ian and Suzana discussed considerations to take before you begin to draft your Estate Plan and Will. | 1/30/07 | Free | View In iTunes |
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264 |
Episode 44 - Estate and Wealth Planning continued | During Episode #44, Ian and Suzana discussed last week's blog entries by Sean Graham, continued their look at Estate and Wealth Planning focusing on Disability planning (see Paul Trudelle's blog entries on the Ontario Disability Support Program) as well as the necessity for Wills and Power of Attorney. | 1/22/07 | Free | View In iTunes |
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265 |
Episode 43 - Estate Planning | During Episode #43, Ian and Suzana discussed estate planning with a focus on financial topics such as tax planning, multiple will scenarios and family law issues. | 1/15/07 | Free | View In iTunes |
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266 |
Episode 42 - The Family Office | During Episode 42, Ian and Suzana discussed the concept of the Family Office and the primary objectives of its practice, including the efficient transfer of family wealth to future generations, the centralized management of affairs and the co-ordination of efforts from all family advisors. | 1/8/07 | Free | View In iTunes |
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267 |
Episode 41 - Conclusion of the Family Conference | During Hull on Estate and Succession Planning Podcast #41, we discussed the institution of the family constitution and the issues to consider after its institution including Power of Attorney, Wills and other documentation. | 1/1/07 | Free | View In iTunes |
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268 |
Episode 40 - The Family Conference continued | During Hull on Estate and Succession Planning Episode #40, Ian and Suzana discussed issues surrounding the conclusion of the Family Conference, including tax matters, unapproving family members, implementing drafts and bullet-proofing your estate plan. | 12/25/06 | Free | View In iTunes |
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269 |
Episode 39 - Participation at the Family Conference | During Hull on Estate and Succession Planning Episode 39, we continued our discussion on the Family Conference, focusing on the actions to be taken in regards to non-participating family members. We also discussed the importance of documentation and defined will challenges. | 12/18/06 | Free | View In iTunes |
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270 |
Episode 38 - Process for the Family Conference | During Hull on Estate and Succession Planning Episode 38, we discussed the process for ensuring a successful family conference including: - the introduction and outline of process; - the importance of caucuses and break-out sessions; - the necessity for flexibility in the agenda and the family constitution to allow for the addition and revision of issues; and - the importance of setting a future date if the family conference has not been concluded in one day. | 12/11/06 | Free | View In iTunes |
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271 |
Episode 37 - Logistics of the Family Conference | During Hull on Estate and Succession Planning Episode 37, we discussed: - The steps that are followed during a Family Conference including: - The need to do your "homework" before the Family Conference; - Preparing an agenda for the Family Conference that is circulated to the members before the Family Conference; - How to begin the Family Conference Meeting; and - How the discussions during the Family Conference should be handled. | 12/4/06 | Free | View In iTunes |
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272 |
Episode 36 - The Family Conference - Family Business Issues | During Hull on Estate and Succession Planning Episode 36, we discussed: - dealing with different family issues in a global sense; - the family cottage and/or "special properties"; - dealing with fairness issues; - how to equalize the gifting of a cottage; and - the grandchildren effect. | 11/27/06 | Free | View In iTunes |
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273 |
Episode 35 - The Family Conference - Special Needs Beneficiaries | During Hull on Estate and Succession Planning, we discussed: - special needs beneficiaries; - what the definition of a special needs beneficiary is; - the use of trusts for special needs beneficiaries; and - the proper planning for special needs beneficiaries and what happens to the money/trust when the special needs beneficiary dies. | 11/20/06 | Free | View In iTunes |
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274 |
Episode 34 - The Family Conference - The Need for Full Disclosure Continued | During Hull on Estates and Succession Planning Episode 34, we continued to discuss the need for full disclosure during the Family Conference process detailing specific situations such as extramarital relationships and how they can change estate planning, unequal treatment of children including the difference between fair and equal, the spend thrift beneficiary and the making of specific trusts to protect their inheritance and Family Law concerns such as children's spouses and if there is a family business. | 11/13/06 | Free | View In iTunes |
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275 |
Episode 33 - The Family Conference - The Need for Full DIsclosure | During Hull on Estate and Succession Planning we discussed the need for full disclosure during the Family Conference process including the fact that the parties need to know what it is that they are agreeing to, the need for full disclosure of the estate plan to the family members and the fact that the children need to know and understand the parents full feelings. We also provided an illustration of how to work through a Family Conference. | 11/7/06 | Free | View In iTunes |
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276 |
Episode 32 - Canadian Conference on the Elderly Continued | During Hull of Estate and Succession Planning Episode 32, we continued to discuss the Elder Law Conference with an emphasis on what the Canadian Centre for Elder Law Studies is currently working on, highlighing their past work and discussing its mission of enriching and informing the elderly in the law. | 10/30/06 | Free | View In iTunes |
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277 |
Episode 31 - Canadian Conference on the Elderly | During Hull on Estate and Succession Planning Episode 31 we discussed the Various aspects of the Canadian Conference on the Elderly presented by the Canadian Centre for Elder Law including how the Courts are dealing with elder law and elder law situations. | 10/23/06 | Free | View In iTunes |
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278 |
Episode 30 - Calgary STEP Seminar and the Family Conference | During Hull on Estate and Succession Planning Episode 30, we discussed our attendance at the Calgary STEP Seminar, the family meeting and the process followed during the family meeting and we discussed the new book by Jordan Atin, Barry Fish and Les Kotzer entitled "The Family War, Winning the Inheritance Battle". | 10/16/06 | Free | View In iTunes |
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279 |
Episode 29 - Full Disclosure at the Family Conference | During Hull on Estate and Succession Planning Episode 29 we discussed the consideration of the need for disclosure of all financial information during the family conference. | 10/9/06 | Free | View In iTunes |
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280 |
Episode 28 - Attending the Family Conference | During Hull on Estate and Succession Planning Episode 28, we discussed attendance at the family conference, the steps followed once there, the role of the mediator, the content of the Family Conference Agreement and the Family Conference Rules. | 10/2/06 | Free | View In iTunes |
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281 |
Episode 27 - Choosing a Chairperson for the Family Conference | During Hull on Estate and Succession Planning Episode 27, we continued our discussion on the family conference solution. We focused on how to choose the appropriate Chairperson of the conference, how to choose an appropriate mediator and discussed agenda flexibility. | 9/25/06 | Free | View In iTunes |
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282 |
Episode 26 - Preparing an Agenda for the Family Conference | During Hull on Estate and Succession Planning Episode #26, we discussed the importance of preparing an agenda for the family conference. | 9/18/06 | Free | View In iTunes |
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283 |
Episode 25 - The Family Conference Solution continued | During episode #25 of Hull on Estate and Succession Planning, we continued our discussion on the family conference solution with a focus on whom to invite to the conference and where it should be held. | 9/11/06 | Free | View In iTunes |
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284 |
Episode 24 - The Family Conference Solution continued | During Hull on Estate and Succession Planning Episode 24, we continued our summary review of the Family Conference Solution with an emphasis on the importance of disclosure. | 9/4/06 | Free | View In iTunes |
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285 |
Episode 23 - The Family Conference Solution | During Hull on Estate and Succession Planning Podcast #23, we introduced the Family Conference Solution. | 8/28/06 | Free | View In iTunes |
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286 |
Episode 22 - The Legal Process and its Costs continued | During Hull on Estate and Succession Planning Podcast #22, we continued our discussion on the stages of the legal process and its costs. The last three of the six stages were noted as follows: 4) Pre-trial conference; 5) Trial and; 6) Appeal. We also discussed the importance of mediation to legal and estate matters. | 8/21/06 | Free | View In iTunes |
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287 |
Episode 21 - The Costs of the Legal Process | During Hull on Estate and Succession Planning Podcast #21, we discussed 3 of the 6 stages of the legal process surrounding Estate Litigation. These stages are as follows: 1) Order organizing the Litigation 2) Collecting and Disclosing Evidence 3) Discoveries | 8/14/06 | Free | View In iTunes |
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288 |
Episode 20 - Claims against the Estate | During Hull on Estate and Succession Planning Episode 20, we wrapped up our analysis of the 10 causes of Estate Litigation and discussed Breach of Contract and Constructive Trust Claims. | 8/7/06 | Free | View In iTunes |
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289 |
Episode 19 - Family Law Entitlements | During Hull on Estate and Succession Planning Episode #19, we reviewed the frequent causes of Estate litigation, discussed Dependent Relief Claims and looked more intensely at Family Law Entitlements. | 7/31/06 | Free | View In iTunes |
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290 |
Episode 18 - The Causes of Estate Litigation continued | In Hull on Estate and Succession Planning, we discussed three more frequent causes of estate litigation: 1) Poorly drafted documents; 2) Lack of sufficient planning for estate assets; 3) Improper actions of the trustee or executor. | 7/24/06 | Free | View In iTunes |
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291 |
Episode 17 - The Causes of Estate Litigation continued | During Hull on Estate and Succession Planning Episode 17, we continued our discussion on the causes of Estate Litigation. Four more causes were established as: 1) The reluctance to seek advice; 2) Acrimonious extended family; 3) Frailties and secrets; 4) Intransigent family members. | 7/17/06 | Free | View In iTunes |
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292 |
Episode 16 - The Causes of Estate Litigation | During Episode 16 of Hull on Estate and Succession Planning, we discussed 3 of the 10 main causes of estate litigation. The 3 causes discussed were as follows: 1) A lack of understanding on the need for an estate plan; 2) An estate plan which is no longer current; 3) Inadequate estate planning advice. | 7/10/06 | Free | View In iTunes |
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293 |
Episode 15 - Powers of Attorney for Property and Personal Care | In Hull on Estate and Succession Planning, we continued with our discussion on Powers of Attorney for Property, from both a non-contentious and contentious perspective, and we discussed Powers of Attorney for Personal Care as well. | 7/3/06 | Free | View In iTunes |
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294 |
Episode 14 - Powers of Attorney | In Hull on Estate and Succession Planning Episode #14, we discussed Powers of Attorney. | 6/26/06 | Free | View In iTunes |
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295 |
Episode 13 - Estate Freezes | During this episode of Hull on Estate and Succession Planning, we discussed Estate Freezes. | 6/19/06 | Free | View In iTunes |
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296 |
Episode 12 - The "Prudent Investor" Rule | In Hull on Estate and Succession Planning, we continued with our discussion of trusts and, in particular, the concepts of the "prudent investor" rule and incentive trusts. | 6/12/06 | Free | View In iTunes |
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297 |
Episode 11 - Trusts | During this episode of Hull on Estate and Succession Planning, we talked about: (i) the concept of trusts; (ii) different types of trusts; (iii) the advantages of a trust; (iv) considerations in choosing a trustee; and (v) an illustration of how trusts provide much needed flexibility. | 6/8/06 | Free | View In iTunes |
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298 |
Episode 10 - Tax Management | Show Notes: During Episode 10, Suzana discusses the types of taxes that arise on death and suggests ways to defer or reduce each of them: Capital gains taxTaxes on RRSP and RRIF assetsProbate fees She then considers other tax-reduction strategies. | 5/30/06 | Free | View In iTunes |
| Total: 298 Episodes |
Customer Reviews
Clear, concise and packed full of information
Ian and Suzana do a very nice job of simplifying and explaining the legal ins and outs of estate planning.
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